The steps below show how to access the Expiring Assessments by Client Report.
Important: In order for the system to know if an assessment is expiring for a Client, you must be using Client Requirements. If you are not using Client Requirements, this report will not display data.
- Hover over the Managers tab in the navigation bar, and select Reports Manager from the drop-down.
- Select Client from the Select Report Type drop-down.
- Select Expiring Assessment by Client from the Select Report drop-down.
- Set your Date Range.
- Select Only Active from the Show drop-down.
- Click Run Report.